$250 Million is the total value of Kaydan Wealth Management, Inc.'s 85 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TLT | New | ISHARES TR20 yr tr bd etf | $31,160,189 | – | 312,979 | +100.0% | 12.46% | – |
FTA | New | FIRST TR LRG CP VL ALPHADEX | $18,748,913 | – | 284,895 | +100.0% | 7.50% | – |
New | GINKGO BIOWORKS HOLDINGS INC | $317,847 | – | 188,075 | +100.0% | 0.13% | – | |
CI | New | CIGNA CORP NEW | $224,649 | – | 678 | +100.0% | 0.09% | – |
CMCSA | New | COMCAST CORP NEWcl a | $213,750 | – | 6,112 | +100.0% | 0.08% | – |
IYH | New | ISHARES TRus hlthcare etf | $208,932 | – | 736 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-06
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR VALUE LINE DIVID IN | 8 | Q3 2023 | 14.2% |
ISHARES TR | 8 | Q3 2023 | 10.7% |
INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 14.2% |
ISHARES TR | 8 | Q3 2023 | 12.6% |
ISHARES TR | 8 | Q3 2023 | 13.2% |
VANGUARD INDEX FDS | 8 | Q3 2023 | 3.8% |
VANGUARD SPECIALIZED FUNDS | 8 | Q3 2023 | 1.9% |
FIRST TR EXCHANGE-TRADED FD | 8 | Q3 2023 | 1.7% |
ISHARES TR | 8 | Q3 2023 | 3.7% |
ISHARES TR | 8 | Q3 2023 | 6.0% |
View Kaydan Wealth Management, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-12 |
13F-HR | 2024-01-16 |
13F-HR | 2023-11-02 |
13F-HR | 2023-07-17 |
13F-HR | 2023-04-10 |
13F-HR | 2023-02-24 |
13F-HR | 2023-02-24 |
13F-HR | 2023-02-24 |
13F-HR | 2023-02-24 |
13F-HR | 2023-02-06 |
View Kaydan Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.